Salesforce vs Oracle
Oracle is the larger business, with $67.36bn of revenue in fiscal 2026 against $41.52bn for Salesforce (1.6 times as much). Oracle grew faster (17.3% against 9.6%). Oracle kept more of each dollar of sales as profit: a net margin of 25.4% against 18.0%. Salesforce carries less debt relative to equity (24.4% against 306.1%).
| Latest fiscal year | SalesforceCRM, 2026 | OracleORCL, 2026 |
|---|---|---|
| Revenue | $41.52bn | $67.36bn |
| Revenue growth | 9.6% | 17.3% |
| Net income | $7.46bn | $17.09bn |
| Operating margin | 20.1% | 30.6% |
| Net margin | 18.0% | 25.4% |
| Return on equity | 12.4% | 54.3% |
| Free cash flow | $14.40bn | −$23.69bn |
| Cash | $7.33bn | $31.29bn |
| Total debt | $14.44bn | $130.10bn |
| Debt to equity | 24.4% | 306.1% |
| Dividend per share | — | $2.00 |
| Dividend yield | 0.7% | 1.6% |
| Share buybacks | $12.60bn | $95.0m |
| Employees | 83,334 | 141,000 |
| Market value | $206.36bn | $379.19bn |
| Price vs our value range | Within our value range | — |
| Moat score | 49 (Moderate) | 61 (Moderate) |
| Insider trades, 12 months | 6 buys, 13 sales | 1 buys, 20 sales |